Lenox Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-47	Closed	-$2K	–	763
2020 Q1	$2K	Sell	47 -328	-87%	-$22.5K	﹤0.01%	609
2019 Q4	$27K	Sell	375 -426	-53%	-$29.6K	0.01%	327
2019 Q3	$53K	Buy	801 +219	+38%	+$14.7K	0.02%	262
2019 Q2	$38K	Buy	582 +121	+26%	+$7.93K	0.01%	276
2019 Q1	$30K	Buy	+461	New	+$28.6K	0.01%	290
2017 Q4	–	Sell	-154	Closed	-$8K	–	493
2017 Q3	$8K	Hold	154	–	–	﹤0.01%	420
2017 Q2	$9K	Hold	154	–	–	﹤0.01%	387
2017 Q1	$8K	Hold	154	–	–	0.01%	175
2016 Q4	$8K	Buy	154 +77	+100%	+$3.85K	0.01%	177
2016 Q3	$7K	Sell	77 -77	-50%	-$3.8K	0.01%	173
2016 Q2	$7K	Hold	154	–	–	0.01%	175
2016 Q1	$7K	Hold	154	–	–	﹤0.01%	178
2015 Q4	$7K	Buy	+154	New	+$7.22K	0.01%	180